Conversation
TCS
IN
Last activity: 1 Jul 2025 10:23 EDT
Advance search with API integration
Hello Experts,
I require your assistance in implementing an Advanced Search feature for a lengthy list of customers. This feature will involve integrating an API call to search by seven distinct categories among all the customers, as well as initiating a claims process against one of them. May I kindly inquire about the possibility of adding the Advanced Search function as an action in the left-side navigation menu, and the feasibility of the layout attached?
Pegasystems Inc.
IN
Hi @Prashant-N
You can achieve this using promoted filters. Simply configure your landing page with either lists or insights, where promoted filters can be enabled to guide users effectively.
Refer to the links to get you started.
https://docs.pega.com/bundle/platform/page/platform/user-experience/pro…
https://support.pega.com/discussion/using-promoted-filters-help-refine-…
Pegasystems Inc.
GB
@Prashant-N to add to Kanaka's comment, you'd first need to setup your Data Object to source externally THEN you can use lists or insights to Create, Read, Update or Delete that data....
This article might help on setting up the data object correctly.
https://support.pega.com/discussion/managing-external-system-record-thr…